• Latest Insights

    A series of regular news updates, research papers, investment strategy updates and thought pieces from some of Colonial First State Global Asset Management's leading experts.

More insights

  • Infographic: Back to black in 2020?

    Article  | 10 May 2017

    Our Economics & Market Research team looks at the winners, the losers and some of the market implications of the proposed 2017/18 Commonwealth Budget.

  • Australian Budget: Resetting the debt narrative

    Article  | 10 May 2017

    In today's economic research note, we break down the headline budget numbers, summarise key policy initiatives and explore their implications for key asset classes.

  • What an Australian ratings downgrade means for fixed income investors

    Article  | 08 May 2017

    Speculation over a downgrade to Australia’s S&P sovereign credit rating is ramping up as the 2017 Federal Budget announcement approaches. Will stronger commodities prices, growing export incomes and the upcoming small business tax cuts be sufficient to appease the S&P?

  • The growth sector most property investors overlook

    Article  | 05 May 2017

    With direct property valuations peaking, investors are searching for new ways to invest for growth. The continued adoption of the internet has been very strong globally, with a current estimated 3.4 billion internet users and over 2 billion smart phone accounts. Our Head of Global Property Securities, Stephen Hayes, gives three reasons to consider investing in data centres, specialist buildings which house the infrastructure required to power modern internet usage.

  • Can China Iron out Australia’s Budget wrinkles?

    Article  | 4 May 2017

    As Australians mull over the concept of good vs bad debt and the various policy announcements in the lead up to next week’s Commonwealth Budget, it is important to remember the revenue line.

  • APRIL 2017 – A quarterly publication from the Economic and Market Research team

    Article  | 28 April 2017

    We are exploring the risks and opportunities developing in the UK and Europe. In the UK, the Brexit negotiations and the decision by Prime Minister May to call a snap election will be a clear focus for markets.

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